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iShares S&P 500 Growth Index shares owned by Fortis Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fortis Advisors from 13F filings

Historical chart of Fortis Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Fortis Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 998 84.44
2018-12-31 $80k 530 150.94
2018-09-30 $93k 527 176.47
2018-06-30 $85k 526 161.60
2018-03-31 $82k 526 155.89
2017-12-31 $80k 524 152.67

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Global Consumer Staples Etf Etf (KXI)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Spdr Gold Minishares Trust Etf (GLDM)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Vanguard Health Care Etf Etf (VHT)

View all positions for Fortis Advisors

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
BlackRock
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Growth Index